+18.0%
URI vs INFQ
-4.1%
+22.2%
-21.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INFQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +6.3% | -5.8% | +0.4% |
| 7D | +2.5% | +7.6% | -5.1% | +2.4% |
| 30D | -12.5% | +14.7% | -27.2% | -12.8% |
| 3M | -6.2% | -7.8% | +1.6% | -6.4% |
| 6M | +25.9% | +28.0% | -2.2% | +17.0% |
| All | +18.0% | -4.1% | +22.2% | +8.7% |
Cumulative growth
Daily Returns
Daily percentage return beside INFQ.
Daily Out/Under-Performance
Portfolio return minus INFQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INFQ return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded INFQ wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling